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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,823 | $69,977-77.4% | $108,582-85.4% | $62,881-74.8% |
| Participation rate | 30.0% | 72.9%-42.9pp | 79.6%-49.6pp | 69.3%-39.3pp |
| Annual return | 93.20% | 10.73%+82.5pp | -51.70%+144.9pp | 20.14%+73.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,843 | $3,165-41.8% | $4,311-57.2% | $3,203-42.5% |
| Admin fee / account holder | $254 | $5,076-95.0% | $7,645-96.7% | $4,296-94.1% |